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Sundaram Large and Midcap Fund Regular Plan vs BANDHAN Core Equity Fund compare

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tortoise-icon Bandhan Large & Mid Cap Fund - Regular Plan - Growth

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tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Fund Bandhan Large & Mid Cap Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹9735 Cr ₹6893 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 09 Aug 2005 27 Feb 2007
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 71% 25%
Expense Ratio 1.78 1.85
Manager Manish Gunwani Ashish Aggarwal
ISIN Code INF194K01524 INF903J01DT1
Exits Load Bandhan Core Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Sundaram Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month -0.77% -0.87%
6 Month 9.79% 7.79%
1 Year 0.92% -0.46%
3 Year 25.02% 16.92%
5 Year 26.99% 21.49%

SIP Return Analysis

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month 6.49% 5.48%
1 Year 8.62% 5.1%
3 Year 23.32% 15.93%
5 Year 22.91% 16.5%

Rolling Lumpsum Returns

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 13.79% 11.11%
3 Year 12.1% 14.14%
5 Year 11.08% 12.65%

Risk Management

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 13.96% 14.51%
Sharp 1.46% 0.95%
Beta 0.95% 1.00%
Alpha 7.51% 0.27%

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Fund Managers

Scheme Name Bandhan Large & Mid Cap Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Name Manish Gunwani Ashish Aggarwal
Total AUM ₹8731 Cr ₹9635 Cr
Funds Managed 4 7
Bandhan Large & Mid Cap Fund - Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

Market Cap

Scheme Name

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 6.3 5.95
Large Cap 39.06 47.06
Mid Cap 36.44 36.23
Small Cap 18.2 10.77

Sector Allocation

Scheme Name

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 3.75 2.6
Basic Materials 7.52 7.44
Energy 4.27 7.04
Financial Services 30.41 27.28
Technology 9.95 3.86
Healthcare 6.96 9.13
Industrials 11.03 8.83
Consumer Cyclical 8.79 15.85
Communication Services 4.9 7.28
Consumer Defensive 5.6 5.4
Utilities 3.16 2.76
Real Estate 3.66 2.52

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